ClockWork
Management
I Handle the Numbers, You Build the Dream!
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Get A Free Initial Review Today!
Get A Free Initial Review Today!
Call Or Email Today
Phone: 435-773-1773
Email: Jeff@clockworkmgmt.com
Tax Preparation and Financial Advice
Tax Preparation and Financial Advice
Providing expert tax preparation, strategic bookkeeping, and part-time CFO services to help you and your business thrive with confidence and clarity.
From accurately handling your tax filings to ensuring your books are organized and up-to-date, I offer a comprehensive approach to financial management. As a part-time CFO, I work alongside you to develop smart, data-driven strategies that help you make informed decisions and plan for sustainable growth. With a focus on minimizing tax liabilities, optimizing cash flow, and improving financial visibility, I ensure your business stays on track and poised for success.
WHAT I OFFER
WHAT I OFFER
Often times as an owner you get trapped in a routine and have a hard time seeing what needs to or can be changed. This is where the one time company review comes in. I will review your financials and other documents to determine red flags as well as growth opportunities. I will then provide you with a written summary of the analysis and suggestions. We can then meet and discuss these suggestions more extensively.
One Time Company Review
Often times as an owner you get trapped in a routine and have a hard time seeing what needs to or can be changed. This is where the one time company review comes in. I will review your financials and other documents to determine red flags as well as growth opportunities. I will then provide you with a written summary of the analysis and suggestions. We can then meet and discuss these suggestions more extensively.
Bundles
Tax Filing
Tax Filing
I specialize in helping individuals and businesses with their tax filing needs. From preparing your annual tax return to providing personalized advice on deductions, credits, and tax strategies, I ensure that you maximize your savings and stay compliant with tax laws. My services extend beyond tax season, offering year-round support to address any financial concerns, changes in tax laws, or questions you may have. Whether it's planning for next year’s taxes or resolving issues with the IRS, I’m here to guide you every step of the way.
The goal of the Basic Bookkeeping Bundle is to take the menial administrative tasks off your list. This is done by setting up systems for reporting invoices and sales to me so I can record them and provide you with a list of items for you to approve me to pay. I will also reconcile your books monthly within the first 10 days of the month. If there are questions, I will meet with you for clarification. When the reconciliations are complete I can provide you with a balance sheet and a P&L statements.
The Part-Time CFO package will include everything in the Basic Bookkeeping package as well as overseeing the profit growth of your business. Through weekly meetings, we will establish goals for your company and work to achieve them. In these meetings, we will, also, collaborate on problem areas of the company and come up with solutions. As I spend time at your company and review your books, procedures and policies, I will bring up solutions that will improve your company. I will, also, discuss with you the best way to achieve these goals and solutions. We can then work together to implement what we have discussed and develop Key Performance Indicators to track progress. Your goal is to have increased profits and successful overcome business challenges and this is my goal as well.
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Payroll
Payroll
Payroll is one of those necessities that every business has but calculating everything and keeping up with it every pay period can be a daunting task. On top of that, there can be weekly and quarterly tax filings. Let me take this off your hands. I will process payroll in a way that your employees will love and I will do it in a timely manner. Let me, also, handle all those payroll tax filings so you don't have to worry about it.
How To Start
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